Apexium Financial’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Hold |
|
|||||
|
2025
Q2 | $1.05M | Buy |
|
|||||
|
2025
Q1 | $942K | Buy |
|
|||||
|
2024
Q4 | $994K | Hold |
|
|||||
|
2024
Q3 | $973K | Buy |
|
|||||
|
2024
Q2 | $917K | Hold |
|
|||||
|
2024
Q1 | $884K | Hold |
|
|||||
|
2023
Q4 | $807K | Sell |
|
|||||
|
2023
Q3 | $850K | Hold |
|
|||||
|
2023
Q2 | $882K | Sell |
|
|||||
|
2023
Q1 | $875K | Sell |
|
|||||
|
2022
Q4 | $870K | Sell |
|
|||||
|
2022
Q3 | $3.95M | Buy |
|